Monthly Archives: August 2020

Episode 70 – How to Build a Legacy Plan – With Tyler Lively



Join this episode of Your Retirement Solution Podcast as Tyler Lively with The Retirement Solution explains how the planning process deals with the passing of a loved one, and how it impacts the family. 

In this episode, you will learn:

  • Successful client estate planning stories 
  • Why is it important to work with a planner and have good family communication when building a wealth and legacy plan 
  • The importance of a consistent, annual review of your income and retirement plan 
  • When grieving: Why you should wait one year before making drastic decisions  
  • And more!

Tune in to learn more about The Retirement Solution’s holistic planning process so that you and your planner can look at different strategies and options together! 

Resources:  The Retirement Solution | Your Retirement Solution Podcast | Tyler Lively 

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Episode 69 – The Four Emotional Stages of Retirement – With Jim Black



Did you know that people spend more money when they first retire than when they were working? 

In this episode of Your Retirement Solution Podcast, Jim Black from The Retirement Solution explains the emotional trials that people go through when they are preparing and transitioning into retirement. 

In this episode, you will learn:

  • How the planning, excitement, honeymoon, disenchantment, reorientation and stability phase impact life’s third act
  • Why it is important for retirees to keep track of their monthly spending  
  • How the honeymoon stage defines your retirement
  • Why Jim recommends Baby Boomers travel the day after they retire 
  • And more!

Tune in to learn how to transform the many cycles of retirement into advantageous phases so that you can live out the retirement of your dreams! 

Resources:  The Retirement Solution | Your Retirement Solution Podcast 

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